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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3501
Emergent Wealth Advisors
New York
$363K – – –
EIA
3502
Emerald Investment Advisers
Pennsylvania
$362K – – –
SWP
3503
Semus Wealth Partners
Florida
$362K +$667 +1 +0.2%
RL
3504
Rogco LP
Oklahoma
$361K – – –
LCM
3505
Lunt Capital Management
Utah
$361K +$2.67K +4 +0.8%
HSWS
3506
Higgins & Schmidt Wealth Strategies
Colorado
$360K – – –
SAM
3507
SVRN Asset Management
Texas
$360K – – –
ACM
3508
Aurdan Capital Management
Pennsylvania
$360K – – –
PG
3509
Patten Group
Tennessee
$357K -$100K -150 -22%
MWP
3510
Moller Wealth Partners
$357K – – –
PI
3511
Parkside Investments
Illinois
$354K – – –
SOWAS
3512
Silver Oak Wealth Advisors Services
California
$354K -$53.3K -80 -13%
HW
3513
Hamilton Wealth
California
$354K +$343K +515 New
QPBE
3514
Quintet Private Bank (Europe)
Luxembourg
$354K +$343K +515 New
BWM
3515
Bullock Wealth Management
Indiana
$353K +$145K +218 +73%
WCMN
3516
Westchester Capital Management (Nebraska)
Nebraska
$353K -$19.3K -29 -5%
AW
3517
Atlas Wealth
Ohio
$353K +$343K +514 New
KL
3518
Keenan LLC
Massachusetts
$353K +$343K +514 New
BWA
3519
Boulder Wealth Advisors
Colorado
$352K – – –
HA
3520
Hofer & Associates
California
$352K – – –
TWM
3521
TopTier Wealth Management
Wisconsin
$352K – – –
GWP
3522
Gen-Wealth Partners
Michigan
$352K – – –
OFS
3523
Opus Financial Solutions
Illinois
$352K +$341K +512 New
TC
3524
Toews Corporation
New Jersey
$352K +$341K +512 New
VWM
3525
VCI Wealth Management
Missouri
$350K +$340K +510 New
139 140
141
142 143